IMS Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.8M | Sell |
54,248
-2,450
| -4% | -$553K | 6.37% | 1 |
|
|
2025
Q2 | $11.6M | Sell |
56,698
-1,358
| -2% | -$274K | 5.43% | 2 |
|
|
2025
Q1 | $12.9M | Sell |
58,056
-2,257
| -4% | -$523K | 6.5% | 1 |
|
|
2024
Q4 | $15.1M | Sell |
60,313
-849
| -1% | -$200K | 7% | 1 |
|
|
2024
Q3 | $14.3M | Sell |
61,162
-625
| -1% | -$140K | 6.4% | 2 |
|
|
2024
Q2 | $14M | Sell |
61,787
-2,645
| -4% | -$493K | 6.52% | 1 |
|
|
2024
Q1 | $11M | Sell |
64,432
-222
| -0.3% | -$40.4K | 5.14% | 2 |
|
|
2023
Q4 | $12.4M | Sell |
64,654
-4,523
| -7% | -$835K | 6.11% | 2 |
|
|
2023
Q3 | $11.8M | Sell |
69,177
-384
| -0.6% | -$70.4K | 7.07% | 2 |
|
|
2023
Q2 | $13.5M | Buy |
69,561
+5,704
| +9% | +$994K | 7.49% | 2 |
|
|
2023
Q1 | $10.5M | Sell |
63,857
-370
| -0.6% | -$54.6K | 6.26% | 2 |
|
|
2022
Q4 | $8.35M | Sell |
64,227
-209
| -0.3% | -$29.9K | 5.32% | 2 |
|
|
2022
Q3 | $8.9M | Buy |
64,436
+715
| +1% | +$112K | 6.15% | 2 |
|
|
2022
Q2 | $8.71M | Buy |
63,721
+116
| +0.2% | +$17.6K | 5.63% | 2 |
|
|
2022
Q1 | $11.1M | Buy |
63,605
+472
| +0.7% | +$79.4K | 5.85% | 2 |
|
|
2021
Q4 | $11.2M | Sell |
63,133
-19
| -0% | -$3K | 5.76% | 2 |
|
|
2021
Q3 | $8.94M | Buy |
63,152
+26
| +0% | +$3.83K | 5.17% | 2 |
|
|
2021
Q2 | $8.65M | Sell |
63,126
-684
| -1% | -$88.6K | 5.1% | 2 |
|
|
2021
Q1 | $7.79M | Sell |
63,810
-10,264
| -14% | -$1.32M | 4.91% | 2 |
|
|
2020
Q4 | $9.83M | Buy |
74,074
+2,124
| +3% | +$255K | 6.13% | 2 |
|
|
2020
Q3 | $8.33M | Sell |
71,950
-1,298
| -2% | -$142K | 6% | 2 |
|
|
2020
Q2 | $6.68M | Sell |
73,248
-5,620
| -7% | -$436K | 5.18% | 2 |
|
|
2020
Q1 | $5.01M | Buy |
78,868
+29,296
| +59% | +$2.15M | 5.1% | 3 |
|
|
2019
Q4 | $3.64M | Sell |
49,572
-4,296
| -8% | -$276K | 2.5% | 3 |
|
|
2019
Q3 | $3.02M | Sell |
53,868
-7,580
| -12% | -$396K | 2.3% | 3 |
|
|
2019
Q2 | $3.04M | Sell |
61,448
-164
| -0.3% | -$7.99K | 2.26% | 3 |
|
|
2019
Q1 | $2.93M | Buy |
61,612
+2,796
| +5% | +$119K | 2.39% | 3 |
|
|
2018
Q4 | $2.32M | Buy |
58,816
+1,988
| +3% | +$96.4K | 2.17% | 3 |
|
|
2018
Q3 | $3.21M | Sell |
56,828
-880
| -2% | -$45.8K | 2.17% | 2 |
|
|
2018
Q2 | $2.67M | Sell |
57,708
-8,612
| -13% | -$391K | 1.69% | 2 |
|
|
2018
Q1 | $2.81M | Hold |
66,320
| – | – | 1.74% | 2 |
|
|
2017
Q4 | $2.81M | Buy |
66,320
+9,900
| +18% | +$414K | 1.74% | 2 |
|
|
2017
Q3 | $2.17M | Sell |
56,420
-14,492
| -20% | -$562K | 1.39% | 4 |
|
|
2017
Q2 | $2.55M | Sell |
70,912
-77,864
| -52% | -$2.88M | 2.41% | 1 |
|
|
2017
Q1 | $5.34M | Sell |
148,776
-11,468
| -7% | -$378K | 5.35% | 1 |
|
|
2016
Q4 | $4.64M | Buy |
160,244
+804
| +0.5% | +$22.8K | 4.97% | 1 |
|
|
2016
Q3 | $4.51M | Sell |
159,440
-9,396
| -6% | -$249K | 5.19% | 1 |
|
|
2016
Q2 | $4.04M | Buy |
168,836
+1,556
| +0.9% | +$38.7K | 4.72% | 1 |
|
|
2016
Q1 | $4.56M | Buy |
167,280
+45,736
| +38% | +$1.14M | 5.53% | 1 |
|
|
2015
Q4 | $3.2M | Sell |
121,544
-508
| -0.4% | -$14.5K | 3.94% | 1 |
|
|
2015
Q3 | $3.37M | Buy |
122,052
+14,836
| +14% | +$435K | 4.03% | 1 |
|
|
2015
Q2 | $3.36M | Sell |
107,216
-6,616
| -6% | -$212K | 4% | 1 |
|
|
2015
Q1 | $3.54M | Sell |
113,832
-504
| -0.4% | -$15.2K | 3.97% | 1 |
|
|
2014
Q4 | $3.15M | Buy |
114,336
+72,272
| +172% | +$1.97M | 3.6% | 1 |
|
|
2014
Q3 | $1.06M | Sell |
42,064
-5,176
| -11% | -$127K | 1.23% | 13 |
|
|
2014
Q2 | $1.1M | Buy |
47,240
+452
| +1% | +$9.62K | 1.2% | 12 |
|
|
2014
Q1 | $897K | Buy |
46,788
+2,184
| +5% | +$41.5K | 1.06% | 30 |
|
|
2013
Q4 | $894K | Buy |
44,604
+868
| +2% | +$16.4K | 1.12% | 26 |
|
|
2013
Q3 | $745K | Sell |
43,736
-51,184
| -54% | -$849K | 1.03% | 35 |
|
|
2013
Q2 | $1.34M | Buy |
+94,920
| New | +$1.46M | 1.93% | 2 |
|
Other funds holding AAPL
IMS Capital Management's AAPL Position: Q3 2025 in Review
IMS Capital Management reduced its Apple (AAPL) stake by 4.3% in Q3 2025, selling an estimated $553K and leaving 54,248 shares worth $13.8M. The position accounts for 6.37% of the portfolio, ranked #1.
IMS Capital Management first reported a position in AAPL in Q2 2013 and has held it in 50 quarters since. The position peaked at $15.1M in Q4 2024. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.
- IMS Capital Management held 54,248 shares of Apple worth $13.8M as of Q3 2025.
- IMS Capital Management sold 2,450 Apple shares in Q3 2025, an estimated $553K.
- Apple made up 6.37% of IMS Capital Management's portfolio in Q3 2025, its #1 holding.
- IMS Capital Management first reported a position in Apple in Q2 2013 and has held it in 50 quarters since.
- IMS Capital Management's Apple position peaked at $15.1M in Q4 2024.
- 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.
Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.